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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (2479)	10/4/1998 2:51:00 PM
From: Tom Smith	Read Replies (2) \| Respond to of 4509

Chuzz, I was the one who remarked about PeopleSoft enhancing functionality while SAP cut prices. But I saw it the other way around in terms of cause and effect. PeopleSoft has been continually beefing up their functionality and, with Release 7.5, now has something that I think may be seen as a "SAP killer", at least in the financials area if not manufacturing. I don't know how worried SAP management is about PeopleSoft 7.5, but I believe their price cuts show at least some level of concern on their part. In short, I think the price cuts are the response to, not the cause of, PeopleSoft's increased functionality and competitive position. Tom